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Expat Taxes

Home » Tax Samaritan Blog » Expat Taxes » Page 4
Gambling Loss Audit
Expat Taxes

Gambling Loss Audit: Here Is How to Avoid

ByRandall Brody January 4, 2024March 20, 2025

Gambling can be super exciting, whether it’s at a casino, racetrack, or even online. We all dream of hitting the jackpot and striking it…

Read More Gambling Loss Audit: Here Is How to AvoidContinue

5 Common IRS Frustrations: Reasons NOT to Deal with the IRS Alone
Expat Taxes

5 Common IRS Frustrations: Reasons NOT to Deal with the IRS Alone

ByRandall Brody January 4, 2024March 20, 2025

Dealing with the IRS alone can be an overwhelming and frustrating experience, especially when you find yourself facing a significant amount of tax debt….

Read More 5 Common IRS Frustrations: Reasons NOT to Deal with the IRS AloneContinue

Expat Tax Resolution | Expat Taxes

Identity Theft IRS Letters: What to Do When You Become a Victim

ByRandall Brody December 14, 2023October 5, 2024

Identity theft is a growing concern in our digital age, affecting thousands of Americans each year. In fact, during the 2023 tax season, the…

Read More Identity Theft IRS Letters: What to Do When You Become a VictimContinue

Capital Gain Tax for Expats
Expat Taxes

Capital Gain Tax: How to Secure the Lowest Rates

ByRandall Brody December 5, 2023March 20, 2025

Most possessions you own, whether used for personal or investment purposes, are considered capital assets. These may include your home, vehicle, furniture, jewelry, and…

Read More Capital Gain Tax: How to Secure the Lowest RatesContinue

New Tax Bracket for 2024 (Plus Tips on How to Make Your Taxable Income Low)
Expat Taxes

New Tax Bracket for 2024 (Plus Tips on How to Make Your Taxable Income Low)

ByRandall Brody December 5, 2023September 24, 2024

As the new year begins, so does the countdown to the new tax season. When January rolls around, we’ll all dig through receipts and…

Read More New Tax Bracket for 2024 (Plus Tips on How to Make Your Taxable Income Low)Continue

tax pitfalls expats should avoid
Expat Taxes

10 Surefire Tax Pitfalls That Invite IRS Trouble: How to Avoid?

ByRandall Brody October 20, 2023March 20, 2025

Paying taxes is a civic responsibility that every hardworking American encounters. Yet, the intricate maze of tax regulations can often lead individuals into IRS…

Read More 10 Surefire Tax Pitfalls That Invite IRS Trouble: How to Avoid?Continue

IRS Substitute for Return for expats
Expat Taxes

IRS Substitute for Return: Reasons Why Unfiled Taxes Are  Disastrous

ByRandall Brody October 13, 2023March 20, 2025

Filing taxes is a responsibility that none of us can escape, yet thousands of taxpayers find themselves in a difficult situation every year.  They…

Read More IRS Substitute for Return: Reasons Why Unfiled Taxes Are  DisastrousContinue

Is the American Opportunity Tax Credit Actually Refundable? A Guide for Expats
Foreign Tax Credit And Treaties

Is the American Opportunity Tax Credit Actually Refundable? A Guide for Expats

ByRandall Brody October 13, 2023October 5, 2024

If you’re pursuing higher education or helping a loved one in college, you’ve likely heard of various tax credits and deductions designed to ease…

Read More Is the American Opportunity Tax Credit Actually Refundable? A Guide for ExpatsContinue

IRS Lock-in Letter: How to Handle It if You Receive One?
Expat Tax Resolution | Expat Taxes

IRS Lock-in Letter: How to Handle It if You Receive One?

ByRandall Brody August 15, 2023October 5, 2024

Getting a letter from the IRS can make anyone worry, but one type of letter called the “Lock-in letter” might not be familiar. This…

Read More IRS Lock-in Letter: How to Handle It if You Receive One?Continue

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Tax Samaritan is a leading U.S. expat tax preparation and advisory firm dedicated to simplifying tax complexities for clients worldwide. Guided by our core values, we are committed to integrity, excellence, and empathy in all client interactions.

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What You’ll Do:

  • Lead the client experience journey, ensuring seamless service delivery.
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  • Combines Lean Six Sigma expertise with a focus on achieving client excellence.
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  • Intermediate to advanced proficiency in Microsoft Office Suite, CRM systems, and project management tools.
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About Us:

Tax Samaritan is a leading U.S. expat tax preparation and advisory firm dedicated to simplifying tax complexities for clients worldwide. Guided by our core values, we are committed to integrity, excellence, and empathy in all client interactions.

Position Summary

The Client Transformation Success Manager plays a key role in delivering exceptional client experiences by building strong relationships and offering value-driven tax advisory and financial planning. This role ensures clients receive proactive, strategic guidance to achieve long-term financial success.

What You’ll Do:

  • Serve as the central point of contact for clients, building trust and fostering meaningful, long-term relationships.
  • Deliver personalized, proactive service by developing comprehensive tax and financial plans that integrate wealth management, estate planning, and risk mitigation strategies.
  • Collaborate with the Client Excellence Manager on After Action Reports (AARs) to drive continuous improvement in client experiences and service delivery.
  • Articulate Tax Samaritan’s transformative value proposition to prospective and current clients, guiding them on a journey to achieve measurable financial success and peace of mind.
  • Continuously “plus” the client experience, delivering surprising and delightful touches that exceed expectations.

Why Join Us?

  • A fully remote, flexible work environment. Freedom to work from anywhere, whenever you want.
  • Opportunities for professional growth and leadership development. A culture that values your input and celebrates your successes.

Qualifications, Skills, and Core Competencies

  • U.S. CPA or Enrolled Agent (EA) required.
  • Proven expertise in tax advisory, accounting services, or financial planning, with an emphasis on proactive strategies and wealth management.
  • Demonstrated ability to build authentic client relationships, emphasizing care and understanding.
  • A commitment to simplifying processes, enhancing transparency, and creating value-driven, indispensable experiences.
  • Exceptional written and verbal communication skills, with the ability to clearly explain complex tax and financial concepts.
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  • Embody Tax Samaritan’s core values by delivering high-quality service with integrity, proactivity, and compassion.
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  • About Us
    • About Tax Samaritan
    • Team
    • Our Clients
    • Global Impact
    • Careers
  • What We Do
    • Expat Tax Preparation
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  • Get Started
  • Resources
    • FAQ
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      • Tax filing 101
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      • Mexico
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      • Costa Rica
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